Our Independent Approach to Wealth Management:
The FORZA Advantage:
Structured as an independent registered investment adviser, Forza Wealth Management is able to offer the following client benefits:
Our boutique firm has the flexibility to customize portfolios based on dividend income, growth, tax-managed, environmental, social, and governance factors to help clients achieve their specific goals.
High Level of Service
The number of client relationships for each adviser is limited to 75 families to maintain a high level of personal customization.
FORZA is held to the Fiduciary Standard and must act in the best interest of the client when making investment recommendations.
Clients work directly with the CFA professional responsible for managing their assets. This structure eliminates a layer of sub-advisor fees commonly found at other firms.
Mr. DeMassa, a graduate of M.I.T., has 19 years of managing client portfolios and holds both the CFA & CFP® designations. Prior to founding FORZA in 2015, he was Vice President and Senior Portfolio Manager at The Northern Trust Company where he managed over $400 million in assets for high net worth investors, foundations, and institutions.
Mr. Videnka holds the CFA designation and has 19 years of industry experience working with clients and helping them achieve their financial goals. Prior to joining FORZA in 2016, he was the head of the Investment Department at Caldwell Trust Company directing the investment strategies for the firm's $800 million under management.